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Tax Senior

2 months ago

East Hanover, United States Tandym Group Full time

A recognized CPA / consulting firm in New Jersey is currently seeking an experienced Tax professional for a great Senior-level opportunity with their Private Client Services (PCS) team. In this role, the Tax Senior will be responsible for focusing on tax business planning, advisory & compliance services for ultra-wealthy families as well as multi-general wealth planning.

Responsibilities:

The Tax Senior will:

  • Prepare intermediate to advanced level returns and reviews basic tax returns related to PCS clients
  • Address questions on technical accounting matters from team members and upper level client management
  • Perform a detailed review of team's workflow and monitors tasks to ensure they are assigned and completed on a timely basis
  • Manage multiple assignments inside an engagement
  • Communicate with Partner, Manager and/or Supervising Senior on work status and client issues that arise
  • Participate in planning and execution of client engagement in collaboration with the Manager and/or Partner on the job
  • Identify opportunities to leverage staff including designing staffing structure of engagement
  • Lead small to medium sized assignments with finalized document and report requiring minimal change upon review
  • Perform other duties, as needed
Qualifications:
  • 3+ years of relevant Tax work and industry experience serving HNW clients
  • Bachelor's Degree in Accounting, Taxation, and/or a related field
  • Experience working with High Net Worth clients
  • Advanced knowledge of applicable accounting software (e.g. ProSystem Engagement, Tax, etc.)
  • Microsoft Excel proficient
  • Solid analytical, mathematical, and research skills
  • Great interpersonal skills
  • Excellent communication skills (written and verbal)
  • Strong attention to detail
  • Highly organized
Desired Skills:
  • Master's Degree in Taxation